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Take a moment and visit our team of professionals available to assist you. We have professionals with expertise in each retirement field working together which adds valuable diversity to you and while ensuring custom strategies as your needs change during retirement.
Choosing a financial partner is more than just a business transaction—it's a relationship built on dedication.
At Advantage Retirement, we invest in your future like we invest in our own. As a family-owned firm, we understand the importance of personal connections and lasting relationships.
Our commitment goes beyond the numbers. We're here to guide you through every step of your financial journey, with care and dedication.
Mike Gann is a 22-year industry veteran, bringing a wealth of experience and skills. Mike has earned the Certified Senior Advisor designation, is a 19-year MDRT* qualifier and 18-year member of the National Association of Professional Advisors. With focus on insurance and asset protection strategies, Mike and the team believe client relationships are much more than just handshakes and meetings. With Advantage Retirement, his goal is to provide the best possible strategies to meet client's individual needs today and into the future.
License: #8024595, #415683, #211475
Gracie Gann is the 2nd generation to Advantage Retirement and is an Investment Advisor holding a Series 65 and is a multi-year MDRT* qualifier. Gracie attended FIT University in New York and graduated from Missouri State University. As a wealth advisor, Gracie specializes in designing holistic retirement plans tailored to each client's unique goals with a focus on asset preservation and tax efficiency. At Advantage Retirement Gracie prioritizes building long lasting client relationships and progressing the business as clients’ future retirement needs evolve.
Steve Helms specializes in Senior Medicare Market. As a Certified Medicare Specialist and independent advisor, Steve represents many different providers, thereby ensuring clients have a wide selection of companies to choose from and a plan that best fits their needs.
Steve is a veteran of the United States Army, who honorably served in the First Gulf War. He is a Missouri State Chief of Staff for Senator Eric Burlison.
Medicare can be complicated, so do not go it alone.
NPN:8987475, BUS2015-01476, #4973310, #147462565, LY8247V87SB
Cindy Gann has 25 years of experience in human resources and Alltel Corporate. This experience allows Cindy to enjoy and oversee advertising and marketing events, as well as schedule client services.
Pepper is the Junior Pawject Manager at Advantage Retirement. He is licensed to chew on toys, and manage all paw-jects in Springfield, MO and surrounding areas. He is a dedicated member of the team and only sleeps through 4 out of 5 meetings a day.
He believes that everyone should have equal opportunity to provide him with treats when visiting the Advantage Retirement office and in-turn receive the official “paw of approval”.
“We have been so pleased over the years with the financial guidance and the close relationship that Sandra and I have received from Mike and Cindy at Advantage Retirement”
– Ret. Sheriff Pierpont
“7 years ago we transferred most of our retirement savings into a safe, guaranteed growth product, and it has been one of the best decisions we’ve ever made. Our relationship and service we receive from Mike and his staff has been so important in giving us peace of mind”
– Dr. Jim and Rosalie
“We have known Mike for 14 years and we think the world of him and his staff. They have always been so helpful during our retirement years. Looking back we have even a greater appreciation today for our different safe money and income accounts that we rely on so much today. Now that we both are approaching eighty we are most grateful in all the ways that Mike has helped our family protect our estate.”
– Mrs. Freida
“Over the last 10 years I have never had to worry about Mike returning my phone calls in quick fashion. The customer service and friendship I have with Mike means everything to me and it meant the same to my wife before she passed away. During that time Mike was there for me and my daughter in so many ways and it means so much to us.”
– Gerald C.
¹https://www.csa.us/about-society-of-certified-senior-advisors/
²https://www.napa-benefits.org/about?tab=association_history
*The Million Dollar Round Table (MDRT) is a professional insurance organization for insurance agents based on sales production.
Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Advantage Retirement Services and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.